introduction to customization in dynamics crm 2016

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Contents Introduction To Customizing Dynamics CRM 2016 Customizing CRM User Interface Customizing Entities and Fields Managing Relationships Customizing Forms Business Rules Customizing Views Customizing Charts and Dashboards

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Introduction to CustomizationDynamics CRM provides a flexible platform using which we can extend the functionality of CRM as per business requirements.

Out-of-the-Box(OOB) Customizations: Entity Customization – GUI based Customization Processes ( Workflows and Dialogs)

Code based Customizations Plugins Custom workflow activities. Web Services

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Privileges required for customizationSystem Administrator and System Customizer security roles give

you the permissions you need to customize your CRM deployment.

System Administrator System Customizer

Has full permission to customize the system.

Has full permission to customize the system.

Can view all data in the system. Can only view records for system entities

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What is Metadata?●Metadata means “data about data” and it defines the structure of

the data stored in the system.

●When you customize Microsoft Dynamics CRM using the customization tools in the application, you’re adding or updating the metadata or data used by features that depend on the metadata.

●So you can add new features to CRM without breaking your system.

●Should be able to apply an update rollup or upgrade to the latest version and enjoy the best new features.

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Supported Vs Unsupported CustomizationsSupported Customizations:

APIs and Best code practises mentioned in CRM SDK. Codes which won’t break during upgrading CRM system. Ex: Customizations using CRM GUI Customizations tools : Cutomizing

forms, Views, Charts etc.

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Un-supported Customizations Un-supported customizations might when you do code base

customization on Dynamics CRM. Unsupported by Microsoft support Team It may break while upgrading CRM system Ex: Interacting with the web application DOM elements using

JavaScript, Retrieving/updating data directly from database tables, Changing the database tables, stored procedures, or views.

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Customize CRM User Interface You can enhance CRM User Interface using themes. The theme colours are applied globally throughout the application.

You can enhance the following visual elements in the UI: Change product logos and navigation colours to create product

branding Adjust accent colours, such as hover or selection colours Provide entity-specific colouring

Settings - > Customizations -> Themes9


Customize CRM User InterfaceWhat can you change in CRM themes?Logo * Default custom entity colorLogo tooltip * Control shadeNavigation bar color * Control borderNavigation bar shelf colorHeader colorGlobal link colorSelected link effectHover link effectProcess control colorDefault entity color

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Create And Edit Entities●Entities define the types of records that business users can use in a

Microsoft Dynamics CRM organization. ●In the CRM web application, you can edit existing System entities

and also create, and delete custom entities.

Settings -> Customizations-> Customize the system -> Entity_Name

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Required Fields of an EntityDisplay NameThis is the singular name for the entity that will be shown in CRM.

Plural NameThis is the plural name for the entity that will be shown in CRM.

NameThis field is pre-populated based on the display name you enter. It includes the solution publisher customization prefix.

OwnershipYou can choose either user or team-owned or organization owned.

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Edit An Existing Entity



Create A Custom Entity In additional the existing system entities users with required

privileges can create new entities in CRM System. User with System Admin and system customizer roles can create

custom entities. Before going to create a new entity developer should make sure that

any of the existing entities can support the particular business logic.

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Create A Custom Entity..

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New Entity Form

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Demo : Create And Edit An EntityBook entity. Define a book entity in the system. The entity should have the following attributes:Book titleISBNPublish yearCheck in / check out statusCheck-out dateCheck-out contact Planned check-in dateCover priceBook category: Drop down of the following (literature, art, science, text book, engineering)

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Create An Activity Entity●To create an activity entity, select Define as an activity entity

before you save the entity. ●Under Areas that display this entity, select areas available in

the navigation bar you want this entity to be available from

●Primary Field: Each custom entity has a primary field. This is defined in the Primary Field tab. You must locate this field in the entity fields.

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Entity Views A view is a saved query which shows the subset of records of an

entity as per pre-specified conditions. Each entity in CRM comes with a set of System Views by default. CRM users can create more custom views in the system. Only users with System admin or cutomizer role can create/edit

organization views.

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Example: My Active Account View

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Types of Views There are 3 main types of views: public, system, and personal.

Public Views. Comes with the application. Custom views created at the organization level are also public views. One of these public views can be defined as a default view.

System Views. Similar to Public views and are created by CRM on installation. System Views include Associated View, Advanced Find View, Lookup View and Quick Find View.

Personal Views. Users can create their own views using the Advanced Find tool and save them as personal views.

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Customize Views We can customize the View Name, columns names, add or

remove columns, update filtering criteria etc. To create or updated Public and System Views: Go to Settings -> Customizations -> Entity_Name -> Views

Personal views can be created from the Command Bar itself. New personal views can be created for your business requirement

and the ownership will be at organization level. Existing views can be edited too.

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Customize Views

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Create a Custom ViewEnter Details: View Name Description

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Create a Custom ViewSetup the view: Edit filtering Criteria Add Columns Configure Sorting Change Properties Remove

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Create a Personal ViewVery similar to how we create

Public Views

Steps:

1. Give a name and description

2. Edit Filtering Criteria

3. Add/Edit Columns

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Create a Personal ViewProvide Name and descriptionEdit Filter Criteria Add Criteria Clauses Use Group AND, Group OR

to combine ClausesAdd Columns Add New Columns Edit Existing Columns Edit Columns properties

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Entity Charts A chart is a graphic representation of data from multiple records of an

entity. Charts are integrated with grids in the web application. They are built

from the query on the data. When a view is updated for the data, the associated charts also get

updated automatically. Settings -> Customizations -> Entity_Name-> Charts

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Example: Leads by Rating‘Leads by Rating’ chart displays the graphical representation of leads View based on Rating.

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Types of Charts There are 2 types of charts: system and personal. System Charts. System charts can only be created by users with

System Administrator or System Customizer roles. These charts are by default visible to all users.

These charts can be customized by going on to the settings area and customizing the system.

User Charts. Personal charts can only be seen by the users that create them or the ones to whom these charts are shared with. These charts can only be shared if the owner has sharing privileges.

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Customize Charts You can edit exists charts or create new ones. To customize: Settings - > Customizations ->Default Solution ->

Entity_name -> Charts.

Charts can be imported and exported as well as be transferred from one deployment to another.

Charts can be created via CRM views or through coding.

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Create A New Chart

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Edit A ChartYou can customize the existing charts:

- Display Name

- Legend (Y -axis ) values

- Category ( X-axis) Values

- Chart type

- Update Aggregate functions 36


Understanding Business Rules Business rules are a good alternative to build validations on forms

with UI. Using business rules system administrators or a power users can

create validations without coding skills. Jscript cant be replaced by business rules.

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Understanding Business RulesThere are four ways you can view, create, or edit business rules:1. Solution - > Entity2. Solution -> Entity-> Field3. Form Editor -> Business Rules4. Form Editor -> Field

Scope of Business rules

Scope Where it runs run

Entity All forms and server

All forms All forms

Specific form Just that form

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Uses of Business Rules Make a field ‘Business Required’ when the value in another field

is changed Set the value of a field based on various criteria Calculate the value in a field based on the value(s) of other field(s) Show an error message when an invalid value is entered Show/hide or enable/disable a field depending on the value

entered in another field

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Create New Business RulesCan create from Forms as well as Form Fields.

Mention the following: Scope of Business Rule Validations

IF..ELSE. ELSE IF loops for Conditions. Actions – What actions need to be done

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Practise : Set Discount as per Purchase Timeframe

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IF PurchaseTimeFrame = ImmediateThen Opportunity Discount = 5%



Practise: Set Exchange Rate field as RequiredIf Status = active

Then ExchangeRate as business Required.

Eles IF Currency doent contain Value

Then show Error Message.

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Understanding Dashboards Dashboards in Microsoft Dynamics CRM provide an overview of

business data ‒ actionable information that's viewable across the organization.

Use a dashboard to see performance at a glance. Components of a Dashboard:

Views Charts iFrames Web Resources – HTML, Silverlight content.


Types of Dashboards User dashboards. A user dashboard can be created by any user in

the user's work area. A user dashboard doesn't have to be published to be visible, but it's

only visible to the person who created it, unless shared with others System dashboards : is created by a system administrator or

customizer in the Settings area. A system dashboard must be published to be visible. After it's published, it's visible to everyone in the organization, unless

hidden by the admin or customizer.


Sales DashboardIncludes

Chart: Leads by Rating

Chart: Lead Conversion Rate

Chart: Sales Pipeline

Chart: Activities By Owner


Out-of-the-box and Custom Dashboards Dynamics CRM is shipped with out of the box Dashboards which span

across sales, marketing and service modules. In addition to this you can also create custom dashboards.

Some of the Out-of-the-box views Sales performance Dashboards Sales Activity Dashboard Marketing Dashboard Customer Service Manager Dashboard


Work with DashboardsYou can do following operations on dashboards: You can set frequently used dashboards as default Dashboard. You create new Dashboards, modify existing components. You deactivate existing Dashboards. Create and share your personal dashboards with other users.


Create a Dashboard Select dashboard

layout.

Provide descriptive name.

Add a chart, view or Iframe.


Add a Chart to the Dashboard Select the record

type for the chart. Select a view that the

data in the chart will be based on.

Choose the actual chart.

Select Add.


Share Your dashboard with Others


Questions?

introduction to customization in dynamics crm 2016

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